Assistant Manager- Private Wealth

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8497

Live

We have a great opportunity for a Assistant Manager ( Private Wealth ) to join a leading provider of company, trust and fund administration services.

 

Duties and Responsibilities:

  • Oversee and liaise with members of the team on all day-to-day matters coming within the scope of their daily duties.
  • Report to managers, senior managers and directors on points of interest or concern in connection with technical issues, staff relations and working practices.
  • Support and monitor team organisation and control of workflows, working together with managers and directors to ensure work is carried out in an orderly and timely fashion.
  • Develop and maintain relationships with clients, intermediaries and peers and lead client meetings, when appropriate.
  • Act as a mentor to the team and undertake regular 1-2-1 meetings including appraisals, set relevant goals, monitor performance and targets, and encourage and facilitate development.
  • To manage a small portfolio of complex, high net worth clients and deliver a first-class service efficiently, independently and profitably in line with group procedures.

 

More information about this role is available upon request – contact the team today for further details.

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